Bureau of the Fiscal Service

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OTCnet Printable Job Aid

Register a Card Terminal

To register/configure a card terminal, complete the following steps:

1. From the Administration tab, select Manage Card Processing>Card Terminal 

Configuration>Modify. The Step 1 of 3: Select OTC Endpoint and Card Terminal Type

page appears. 

When configuring a card terminal and have not started the OLB application, you receive 

the following message: “Card terminal detection failed. Ensure that the OLB application 

is running.” 

2. Select the OTC Endpoint. Select Add. The Endpoint appears under Configured OTC 

Endpoint. 

3. Select the Card Terminal Type from the dropdown at the bottom of the page. Then select 

Next as shown in Figure 1.

Figure 1: Step 1 of 3 Select OTC Endpoint and Card Terminal Type Page 

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Bureau of the Fiscal Service

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OTCnet Printable Job Aid

• You need to upgrade the OLB to a new version to avoid receiving an error when 

registering your device to OTCnet and using your M440 card terminal. 

• If you are an existing MX925 user, you will also need to upgrade to the latest OLB to 

keep using the existing card terminals.

4. The Step 2 of 3: Terminal Registration page appears, as shown in Figure 2. Enter the Card 

Terminal Internet Protocol (IP) Address and select Register. 

Figure 2: Terminal Registration, Enter Card Terminal IP Address

Internet Protocol (IP) Address is a unique number or address that computing devices 

(e.g., laptops, tablets, mobile phones, etc.) connected to a computer network, use to 

identify themselves and communicate with other devices in an IP-based network (e.g., 

the Internet). Please contact your deployment specialist to help you retrieve your IP 

address at: fiscalservice.otcdeployment@citi.com.

5. The system searches for the pairing pin. A pairing pin displays.

6. Enter the Pairing Pin on the card terminal, as shown in Figure 3. Press the green button. 

The green button indicates “OK” on the card terminal. The system compares Merchant IDs. 

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Application Tip
Bureau of the Fiscal Service

3

OTCnet Printable Job Aid

Figure 3: Step 2 of 3: Card Terminal Registration and Entering the Pairing Pin in the Card Terminal

 

• A pairing pin is a unique eight-character OTCnet-generated number used to pair 

OTCnet and the card terminal. 

• It may take 15-20 seconds to receive a pairing pin. 

• The pairing pin number is entered on the card terminal. 

7. The system compares Merchant IDs as shown in Figure 4.

Figure 4. Step 2 of 3: Terminal Registration, Comparing Merchant IDs message

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Bureau of the Fiscal Service

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OTCnet Printable Job Aid

• A Merchant ID is a unique designator assigned by Worldpay to reflect the 

processing location. 

• Each agency has several Merchant IDs under a single Chain Code, to distinguish 

which agency location processed card transactions.

• The Merchant ID is entered at the lower-level endpoint in OTCnet.

8. The “Registration Successful!” message appears. Select Next. 

9. The “Connection successful!” message appears. Select Next.

10. The Step 3 of 3: Review the Terminal Configuration page appears. Select Submit as shown 

in Figure 5.

Figure 5. Step 3 of 3: Review the Card Terminal Configuration

• Select the Edit hyperlink to modify the information entered. 

• Select the Unregister hyperlink to unregister the terminal.

11. The Confirmation page appears. View the card terminal configurations, they are 

automatically populated.

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Bureau of the Fiscal Service

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OTCnet Printable Job Aid

Select Return Home to return to the OTCnet Home Page.

• When you try to refund a transaction on the Card Transaction History Details page 

with a different card terminal than the configured card terminal, the following error 

displays at the top of the screen: “Registration was not found/valid, or the terminal is 

offline/busy.”

• When you try to perform a card transaction on the Process Payment page with a 

different card terminal than the configured card terminal, the following error displays 

at the top of the screen: “Registration was not found/valid, or the terminal is 

offline/busy.”

• If you have a terminal model saved in Card Terminal Configuration but have a 

different physical card terminal connected when going through Step 2 of 3 Terminal 

Registration, the registration will fail with the following error displayed at the top of 

the screen: “Card terminal Merchant ID does not match the Merchant ID of the 

configured endpoint or terminal type does not match the selected type. Please select 

Previous to restart Terminal Configuration.”

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